Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRDAX (B. RILEY DIVERSIFIED EQUITY FUND CLASS A SHARES) | NA | -21.45% | 5.30% | NA | NA | NA | NA | 4.65% |
Data as of 07/23/2019, AR inception is 09/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRDAX (B. RILEY DIVERSIFIED EQUITY FUND CLASS A SHARES) | 09/09/2014 | 07/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.45 | 5.30 | NA | NA | NA | NA | 4.65 | 9.46 | -50.21 | 21.07 | 18.53 | -4.59 | 3.23 |
| Sharpe Ratio | NA | -1.54 | -0.98 | NA | NA | NA | NA | -1.04 | -0.21 | -1.52 | 0.13 | -0.77 | -1.35 | -0.22 |
| Standard Deviation(%) | NA | 47.09 | 30.12 | NA | NA | NA | NA | 26.44 | 16.53 | 47.27 | 14.42 | 20.23 | 17.07 | 17.55 |
| Draw Down(%) | NA | 54.79 | 54.79 | NA | NA | NA | NA | 54.79 | 10.89 | 54.79 | 7.76 | 16.38 | 17.32 | 10.16 |
| Yield(%) | 0.00 | 25.50 | 12.87 | 7.93 | 3.97 | 2.64 | 1.98 | 9.92 | 0.00 | 26.82 | 0.44 | 0.53 | 0.00 | 0.00 |
Data as of 07/23/2019, AR inception is 09/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDAX (B. RILEY DIVERSIFIED EQUITY FUND CLASS A SHARES) |
3.62%
Dec 2015 - Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDAX (B. RILEY DIVERSIFIED EQUITY FUND CLASS A SHARES) |
15.77%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart